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Williams Jones Wealth Management’s Morgan Stanley MS Stock Holding History

Williams Jones Wealth Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.08M Buy
19,496
+1,391
+8% +$275K 0.05% 154
2026
Q1 		$2.98M Buy
18,105
+948
+6% +$164K 0.04% 165
2025
Q4 		$3.05M Buy
17,157
+2,462
+17% +$411K 0.03% 167
2025
Q3 		$2.34M Sell
14,695
-325
-2% -$48K 0.03% 176
2025
Q2 		$2.12M Sell
15,020
-409
-3% -$50.2K 0.03% 184
2025
Q1 		$1.8M Buy
15,429
+100
+0.7% +$12.9K 0.02% 190
2024
Q4 		$1.93M Sell
15,329
-1,021
-6% -$126K 0.02% 190
2024
Q3 		$1.7M Sell
16,350
-941
-5% -$94.8K 0.02% 212
2024
Q2 		$1.68M Buy
17,291
+207
+1% +$19.7K 0.02% 208
2024
Q1 		$1.61M Sell
17,084
-1,193
-7% -$105K 0.02% 215
2023
Q4 		$1.7M Sell
18,277
-4,909
-21% -$393K 0.02% 203
2023
Q3 		$1.89M Sell
23,186
-2,970
-11% -$258K 0.03% 198
2023
Q2 		$2.23M Sell
26,156
-13,239
-34% -$1.13M 0.03% 188
2023
Q1 		$3.46M Buy
39,395
+1,307
+3% +$122K 0.05% 157
2022
Q4 		$3.24M Buy
38,088
+288
+0.8% +$24.5K 0.05% 158
2022
Q3 		$2.99M Buy
37,800
+4,922
+15% +$415K 0.05% 165
2022
Q2 		$2.5M Buy
32,878
+5,254
+19% +$430K 0.04% 192
2022
Q1 		$2.41M Sell
27,624
-5,546
-17% -$535K 0.03% 189
2021
Q4 		$3.26M Buy
33,170
+835
+3% +$83.2K 0.04% 163
2021
Q3 		$3.15M Sell
32,335
-40
-0.1% -$3.96K 0.04% 164
2021
Q2 		$2.97M Buy
32,375
+3,991
+14% +$342K 0.04% 172
2021
Q1 		$2.2M Buy
28,384
+10,603
+60% +$813K 0.03% 186
2020
Q4 		$1.22M Buy
17,781
+9,111
+105% +$523K 0.02% 213
2020
Q3 		$419K Sell
8,670
-1,800
-17% -$90.7K 0.01% 289
2020
Q2 		$506K Buy
+10,470
New +$440K 0.01% 261

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Williams Jones Wealth Management's MS Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Morgan Stanley (MS) stake by 7.7% in Q2 2026, buying an estimated $275K and bringing the position to 19,496 shares worth $4.08M. The position accounts for 0.05% of the portfolio, ranked #154.

Williams Jones Wealth Management first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Williams Jones Wealth Management held 19,496 shares of Morgan Stanley worth $4.08M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,391 Morgan Stanley shares in Q2 2026, an estimated $275K.
  • Morgan Stanley made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Williams Jones Wealth Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.